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Fideuram Bank Luxembourg - Analyst Private Banking 1

Data: 28-lug-2022

Luogo: Lussemburgo, LU

Società: Intesa Sanpaolo Group

 

Fideuram is among the key private banking players in Italy. Deeply rooted at local level, it ranks first among the financial advisory networks in Italy, fourth in terms of Private Banking and sixth among traditional banks.
It is looking for qualified profiles who want to be involved in a stimulating and challenging career opportunities with the following requirements

Scopo e Attività

  • Contribute to the preparation and the administrative follow-up of client files (accounts opening, transaction, portfolio follow-up, AML, KYC, etc.)
  • Assure the execution of instruction received from advisors and clients and/or ensure the transmission of instructions to the relevant services in order to allow their execution
  • Process customer correspondence, ensure telephone contact with clients, receive and transmit customer orders
  • Support private bankers with clients’ data management
  • Assist private bankers in the preparation of clients’ meetings and ensure the follow-up on clients’ reporting on a regular basis
  • Support private bankers in KYC and Compliance topics, with administrative tasks and projects
  • Create statistics, presentations and reports, take care of trouble shooting and the execution of diverse formalities
  • Liaise with other departments of the bank to ensure the completion of clients' transactions and participate in the solution of clients' services issues
 
 

 

Esperienza Richiesta

 

Bachelor degree or equivalent with at least 2-4 years banking or office/administrative experience

Competenze Richieste

 

  • Good customer satisfaction/service skills and experience
  • Excellent organizational and prioritization skills
  • Computer literate in Microsoft Office products and ability to quickly learn new software/systems
  • Thorough knowledge of investment services
  • Strong knowledge and expertise in banking products, services and systems
  • Fluent Italian and good knowledge of written and spoken French and English

 

 

Everyone is an asset for our Group and that person could be you! Check out our job opportunities, apply and join our team